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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGP
251
Marshall Financial Group (Pennsylvania)
Pennsylvania
$5.08M +$1.09M +24,948 +28%
AWM
252
Aries Wealth Management
Maine
$5.08M +$117K +2,680 +2%
JA
253
JVL Associates
Michigan
$5.05M -$25.3K -580 -0.5%
AWM
254
AE Wealth Management
Kansas
$4.99M +$502K +11,524 +11%
NIM
255
Northeast Investment Management
Massachusetts
$4.96M -$134K -3,068 -3%
CT
256
Caldwell Trust
Florida
$4.95M -$878K -20,144 -15%
BWM
257
BerganKDV Wealth Management
Minnesota
$4.92M +$4.48M +102,852 +1,174%
RE
258
RBC Europe
United Kingdom
$4.91M – – –
RW
259
REDW Wealth
New Mexico
$4.91M -$465K -10,672 -9%
RJT
260
Raymond James Trust
Florida
$4.88M +$377K +8,644 +8%
SHGA
261
Sand Hill Global Advisors
California
$4.87M – – –
OIA
262
OneDigital Investment Advisors
Kansas
$4.81M -$327K -7,496 -6%
FMP
263
Financial Management Professionals
Texas
$4.81M +$65.5K +1,504 +1%
DADC
264
D.A. Davidson & Co
Montana
$4.8M +$184K +4,212 +4%
HL
265
HeadInvest LLC
Maine
$4.77M +$146K +3,340 +3%
LBC
266
Lowe Brockenbrough & Co
Virginia
$4.76M +$159K +3,660 +4%
LIA
267
LBMC Investment Advisors
Tennessee
$4.75M -$6.28K -144 -0.1%
NFG
268
Nations Financial Group
Iowa
$4.75M +$418K +9,588 +10%
GWM
269
Gray Wealth Management
Maine
$4.74M +$49.5K +1,136 +1%
CAG
270
Crestwood Advisors Group
Massachusetts
$4.72M -$12K -276 -0.3%
SW
271
SVB Wealth
Massachusetts
$4.67M +$1.5M +34,404 +48%
GC
272
Gibson Capital
Pennsylvania
$4.64M – – –
AAM
273
Ameraudi Asset Management
New York
$4.6M +$220K +5,040 +5%
BWA
274
BDO Wealth Advisors
Florida
$4.6M -$314K -7,204 -6%
ZCM
275
Ziegler Capital Management
Illinois
$4.58M – – –
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